Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

329. America Downgraded: What Does it Mean? Appraisal Reductions and Trading Alerts Served with a Side of Optimism

52:33
 
Share
 

Manage episode 484270900 series 2780941
Content provided by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this week's episode of The TreppWire Podcast, we examine Moody's downgrade of the US credit rating alongside mixed economic signals including hotter-than-expected PPI data and declining consumer sentiment. We analyze diverging retail performance with Walmart showing resilience while Target struggles with falling transactions, and discuss retail property stories including mall challenges and positive leasing activity. We highlight office green shoots with a major Manhattan acquisition while covering significant value reductions across multiple markets. We explore government lease portfolio challenges amid DOGE initiatives, examine a major mixed-use value reduction, and close with a large Phoenix hotel sale marking one of the year's biggest lodging transactions. Tune in now.

Episode Notes:

• Economic Update & Moody's Downgrade (0:28)

• Retail Earnings & Tariff Impact (10:28)

• Retail Stories & Trading Alerts (16:40)

• Office Green Shoots: Manhattan Deals (23:28)

• Office Trading Alerts & Value Reductions (27:16)

• Mixed-Use Trading Alert: Chicago (40:12)

• Lodging Transaction: Phoenix Hotel Sale (44:53)

• Programming Notes (46:21)

• Shoutouts (48:12)

Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG

Questions or comments? Contact us at [email protected].

Follow Trepp:

X: www.x.com/TreppWire

LinkedIn: www.linkedin.com/company/trepp

  continue reading

331 episodes

Artwork
iconShare
 
Manage episode 484270900 series 2780941
Content provided by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this week's episode of The TreppWire Podcast, we examine Moody's downgrade of the US credit rating alongside mixed economic signals including hotter-than-expected PPI data and declining consumer sentiment. We analyze diverging retail performance with Walmart showing resilience while Target struggles with falling transactions, and discuss retail property stories including mall challenges and positive leasing activity. We highlight office green shoots with a major Manhattan acquisition while covering significant value reductions across multiple markets. We explore government lease portfolio challenges amid DOGE initiatives, examine a major mixed-use value reduction, and close with a large Phoenix hotel sale marking one of the year's biggest lodging transactions. Tune in now.

Episode Notes:

• Economic Update & Moody's Downgrade (0:28)

• Retail Earnings & Tariff Impact (10:28)

• Retail Stories & Trading Alerts (16:40)

• Office Green Shoots: Manhattan Deals (23:28)

• Office Trading Alerts & Value Reductions (27:16)

• Mixed-Use Trading Alert: Chicago (40:12)

• Lodging Transaction: Phoenix Hotel Sale (44:53)

• Programming Notes (46:21)

• Shoutouts (48:12)

Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG

Questions or comments? Contact us at [email protected].

Follow Trepp:

X: www.x.com/TreppWire

LinkedIn: www.linkedin.com/company/trepp

  continue reading

331 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play